Chairman of ASE: Taiwan’s semiconductors face three major challenges

According to Taiwan Media Central News Agency, Zhang Qiansheng, chairman of the packaging and testing plant ASE Investment Control, said that Taiwan’s semiconductor industry will face three major challenges in the future, and remote connection will become the new normal life in the post-epidemic era; he expects strong demand for wire bonding and packaging, and the capacity gap will continue. a whole year.

Looking forward to the semiconductor application market, Zhang Qiansheng pointed out in the operating report to shareholders that the COVID-19 epidemic has driven long-distance business opportunities, high-performance computing, and medical applications. the same size.

Observing Taiwan’s semiconductor industry, Zhang Qiansheng said that Taiwan’s semiconductor industry has faced three major challenges in the past and the future, including protectionism, parallel world and remote connection. out corresponding.

Zhang Qiansheng expects that in the Sino-US trade war and the post-epidemic era, China and Europe and the United States will move to their respective markets, and investment control must also develop strategies according to different markets; in the post-epidemic era, remote connection will become the new normal of life.

Looking forward to the operation of the investment control this year, Zhang Qiansheng pointed out that the packaging and testing business recovered before the fourth quarter of last year, and the current production capacity is maintained at full capacity. SiP ) sales and new project performance are strong, reaching US$3.5 billion last year, an annual increase of 50%, and it is estimated that the growth momentum of SiP will continue for a whole year this year.

Zhang Zhongmou: Taiwan should hold on to semiconductor manufacturing

TSMC founder Zhang Zhongmou pointed out in a speech on April 21 that semiconductor wafer manufacturing is Taiwan’s first industry with considerable advantages in world competition. He called on the Taiwanese government, society and TSMC to jointly defend this industry. As the U.S. competes with China in technology, he said TSMC is already “a battleground for geopolitical strategists.”

Zhang Zhongmou said in a public speech in Taipei on Wednesday: “Semiconductor wafer manufacturing is an important industry that is critical to people’s livelihood, economy, and national defense. It is also the first industry in which Taiwan has gained considerable advantages in the world competition. This advantage is not easy to come by. It’s not easy to keep it, and I hope the government, society, and TSMC itself will work hard to keep it.”

The 89-year-old Zhang Zhongmou established Taiwan’s wafer foundry TSMC in 1987. He developed a new business model of “wafer manufacturing services”, which also made him a key promoter of Taiwan’s semiconductor industry. In 2020, TSMC became the world’s most valuable semiconductor company; last year, about a quarter of the world’s $359 billion logic semiconductor (Logic IC) market was manufactured by TSMC.

Zhang Zhongmou pointed out the advantages of Taiwan’s wafer manufacturing in his speech, saying that Taiwan has a large number of excellent and dedicated talents, including engineers, technicians, and operators, who are willing to join the manufacturing industry. Taiwan’s wafer manufacturing managers are all Taiwanese, and can have first-class performance in Taiwan; Benefiting from the convenient transportation of Taiwan’s high-speed rail and expressways, TSMC can easily transfer personnel in Taiwan’s Hsinchu, Taichung and Tainan manufacturing centers on a large scale without requiring employees move place.

He said that TSMC’s success is based on Taiwan’s wafer manufacturing advantages, as well as government support. “Society, I hope they will continue to support, and TSMC should also cherish the benefits of being in Taiwan.”

In May last year, TSMC announced to set up a wafer foundry in Arizona, the United States, which was welcomed by the Trump administration and the Biden administration; after US President Biden took office, he announced that it would significantly increase its investment in the domestic semiconductor industry. .

Zhang Zhongmou rarely gave an opinion on this. He compared the wafer manufacturing conditions in the United States and Taiwan, saying that the unit cost of manufacturing in the United States is significantly higher than that in Taiwan. He explained that although the United States has advantages in land, water, and electricity, it is weak in terms of talent. If personnel are dispatched from Taiwan to the United States, their operational capabilities may not be able to play first-class in the United States; The same large-scale manufacturing personnel transfer in Taiwan, “How do you go to Arizona?”

Regarding the semiconductor manufacturing subsidies given by the US federal government, Zhang Zhongmou described the subsidies as “carrots”, but used “sticks” to allude to the pressure from the US government. “There are carrots and sticks,” he said. “Temporary, short-term perks won’t make up for a long-term competitive disadvantage.”


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